Change a template's status

Understanding template status

Want to let your team know whether a template is ready to use? That’s what template status is for - it shows if you’re still building it or if it’s good to go.

Tallyfy gives you 4 status options:

• Started: Just beginning to create the template.
• In progress: Currently being worked on, maybe by several people.
• Finishing: Almost done, perhaps under final review.
• Published: Complete and ready for people to launch processes from it.

Who can change the status?

Here’s where it gets interesting - changing a template’s status works differently than editing its content:

• Administrators: Can change the status from anywhere (the main Templates list or within the Template Editor settings).
• Standard members: Can always change the status from the main Templates list. They can also change it in the Template Editor settings if they have permission to edit that specific template.
• Light members: Can’t edit templates, but they can still change the status of a template from the main Templates list. (Yes, really!)

Changing template status

You’ve got two ways to change a template’s status:

Method 1: From the main Templates section

1. Head to the Templates section in Tallyfy’s left sidebar.

2. Find the template you want to update in the list.

3. Click the current status shown next to the template’s name (for example, where it says “Published”).

4. Pick your new status from the dropdown menu. Done!

   

Method 2: From the Template Editor (Admins/Standard members with edit rights only)

1. Open the template in Edit mode - just click the pencil icon.

2. Click the Settings (or Config) button in the top toolbar.

3. Switch to the Summary tab.

4. Find the Status dropdown menu and select what you need.

5. Click Save Changes if you see the button (sometimes Tallyfy saves it automatically for you).

   

Related articles

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.

Templates > Configure your template

Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template.

Members > Change the role of a member

To change a member’s role in Tallyfy administrators can navigate to Settings > Organization > Members click the member’s name select the new role from the dropdown and save the changes which take effect immediately.

Templates > Publish a template

Tallyfy enables administrators and standard members to publish templates publicly on the internet allowing external stakeholders to view process structures without login credentials while maintaining security by keeping operational data and form responses private.